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Libro electrónico

Guía del interventor para la automatización financiera


En esta guía

According to a survey conducted by Deloitte's Center for Controllership and the Institute of Management Accountants (IMA),* 65% of respondents in finance and accounting say their organisations' controllership function is either unprepared or only somewhat prepared to meet future demands. In this guide, we’ll cover how to identify key areas of weakness throughout your financial reporting processes, and how and when these can be addressed using automation in accounting and finance to help you arm your organisation, including your board and executive team, for the future. 

Who is the financial controller: the financial compass of the company

As a financial controller, you operate at the center of a high-performing reporting function with one eye on financial operations, ensuring regulatory adherence, and the other providing strategic financial insights that empower informed decision-making. You act as the lynchpin between multiple internal stakeholders from FP&A, internal audit, and general counsel, all the way to the CFO. This comes with a unique set of responsibilities—and risks:

Proporcionar datos financieros precisos

As a controller, credibility is king. As such, your first priority is to ensure the financial data and related financial insights you provide are accurate and reliable. This includes meticulously examining financial statements, transaction records, and other relevant documents.

Leading the financial reporting cycle

Being at the core of the financial reporting cycle, financial controllers must ensure their internal processes remain as efficient and pain-free as possible. Tackling inefficiencies while mitigating the risk of burnout in your team is key to keeping this well-oiled machine going smoothly.

Una visión empresarial respetada

It’s not just about the numbers. It’s also about the financial story they tell. The insights you provide regarding the financial performance of the business directly inform strategic direction. When done well, this can help you take the next steps in your career—but rushed insights based on inaccurate data can be devastating to your organisation.  

A recent Workiva survey** revealed that minimising risk, protecting data integrity, and ensuring efficiency are the three top concerns for finance professionals.

De las prioridades clave a las presiones externas

Aunque estas prioridades siguen siendo inamovibles, es probable que su función de interventor financiero tenga un aspecto bastante diferente del que tenía antaño. Las expectativas puestas en los controladores son cada vez mayores. De hecho, el 80% de los controladores encuestados por Deloitte y la IMA consideran que su trabajo se ha vuelto más previsor y analítico.* Esto se debe a un telón de fondo en rápida evolución:

Volatilidad económica

Between volatile markets and an unstable socio-political landscape, there’s more pressure than ever to arm your company with regular, accurate financial insights that enable agile decision-making. Cash flow might also be tighter, so it’s likely you’re being asked to do more with less.

Exigencias reglamentarias

New regulations are coming in and shaking things up. The information contained in financial reports is being scrutinised more closely, heightening the need for traceable data. Integrated sustainability and financial reporting requirements mean that more data needs to be reported on and verified. For you, this means keeping the ship steady as your team adapts to new requirements while mitigating risk by continuing to ensure accuracy across everything you report.

Luchas de personal

Talent shortages and the rise of remote work have transformed the way accounting, finance, and sustainability teams operate. While businesses strive to break down silos, departments remain disconnected and overstretched, using inefficient systems and outdated tools. Finance controllers are grappling with overstretched processes and staff burnouts making team productivity and satisfaction more of a challenge than ever before.

¿Por qué utilizar la automatización de procesos financieros?

Eliminate costly processes

Working in this risky, high-pressure environment, you know firsthand that significant changes are necessary—but you’re also being asked to do more with smaller budgets and sometimes even a smaller team. Hiring new staff may not be an option at present, let alone embarking on a full overhaul of existing financial processes, structures, and tools.

Accelerate financial processes

Faced with these challenges, many finance teams find themselves turning to modern, cloud-based finance process automation solutions that promise measurable benefits without the disruption, expense, or risk of a full overhaul. From accounting to financial planning, finance process automation solutions can automate repetitive manual tasks, strengthen data accuracy and consistency, and help improve the quality of insights.

Improve regulatory compliance

In many cases, the slightest deviation from compliance norms can have far-reaching consequences. Utilising finance process automation helps enforce consistent processes and reduce the likelihood of non-compliance due to human errors. This is especially crucial in industries such as banking, insurance, and energy & utilities—with strict financial regulations.

Choosing the right finance automation tool

Pero con tantas herramientas y plataformas entre las que elegir, ¿cómo escoger la(s) adecuada(s) para su equipo? Siga leyendo para conocer nuestros 3 pasos para una transformación digital exitosa.

Paso 1: Establecer dónde se necesita la automatización financiera

As pressures mount, it can be tempting to tackle financial process challenges on a case-by-case basis. Unfortunately, this can lead to a disconnected set of short-term solutions that work only until the next problem arises.

Being prepared for the long term requires a more strategic approach. To find out where you could benefit the most from accounting and finance automation, start by mapping out strengths and weaknesses across your three key priorities—your insights, your data, and your teams.

Insight considerations for the controller

Data story-telling is instrumental in helping steer business decisions. Start by considering the value your financial insights hold for your CFO in the context of board and executive reporting. How has this changed in recent years? Make a list of the shareholder expectations and regulations guiding what needs to be reported on, noting the main areas that are currently evolving.

A continuación, considere la velocidad con la que puede ofrecer estos conocimientos. Si su director financiero le pide una cifra concreta, ¿con qué rapidez puede proporcionársela? Tome nota de qué información puede proporcionar o verificar rápidamente, y a qué datos sería más difícil, o más lento, acceder.

Para ofrecer perspectivas de alta calidad, se necesitan dos cosas: confianza en la exactitud de sus datos y tiempo suficiente para profundizar en su análisis y anticiparse de forma proactiva a las preguntas e inquietudes. Destaque las áreas en las que se siente más y menos seguro para informar con rapidez, precisión y profundidad. Esto le ayudará a señalar las áreas de su proceso que podrían abordarse con la automatización de los procesos financieros.

Data considerations

As controllers are being made responsible for more financial and non-financial data than ever, it’s essential for you to have a clear view of where all your information originates. Your data points are most likely generated from multiple systems, including enterprise resource planning (ERP), business intelligence (BI), and enterprise performance management (EPM) platforms. Map out how and where your data is gathered and what financial planning, tracking, and reporting software is being used.

Continue building your map of financial data by following individual data points along their journey from the point of origin to the final report. Make note of all the different teams, systems, and processes a single data point encounters.

As you map out your data journeys, make note of the controls and processes that ensure information remains accurate and unchanged. How is data verified at source? What finance controls are in place as it passes from one team or software to the next? Consider whether information is being passed along manually (e.g., by copy/pasting) or automatically, and who is in charge of transferring, amending, and verifying figures.

Team considerations

As stakeholders demand more financial and non-financial insights, it’s likely that you’re working across more teams than you may even realise. As you map out your data journeys, compile an inventory of everyone involved in the financial reporting process and what roles they have, from input providers (e.g., FP&A, tax) to report creators (e.g., corporate accounting), to reviewers (e.g., executives, department leads).

Cuando organice sus equipos, tenga en cuenta cómo trabajan juntos. Tome nota de cómo se realizan las ediciones, cómo se intercambian los comentarios, dónde pueden colaborar las personas en tiempo real y cómo hacen circular las versiones individuales de los documentos (por ejemplo, mediante correos electrónicos o impresiones). ¿Hasta qué punto es eficaz, rápida y trazable la comunicación en cada paso? Considere cómo funciona esto tanto dentro de equipos dispares como entre ellos.

Examining these different team processes should start to give you a clear picture of where the main inefficiencies and areas of weakness lie. Taking this information into account, ask your financial reporting team what their biggest frustrations are, what their most time-consuming tasks currently are, and what they feel they should be spending more time on.

Paso 2: Conozca los signos de una solución fuerte 

Answering the above questions in detail will help you highlight and connect underlying issues in your financial reporting process and identify which areas are in most need of addressing with financial process automation.

Your individual ERP systems may be very effective however, inefficiencies and risks can often arise as data travels between different systems and teams. Automating finance processes from beginning to end can alleviate any discrepancies that may arise between ERP systems. Having identified areas in which finance automation can be most strategically deployed, what are the key indicators of a robust finance automation solution?

Must-haves in finance automation solutions

Según nuestra encuesta,** el 51% de las empresas tiene previsto gastar más en su transformación financiera. Fíjese en dónde se está invirtiendo actualmente: ¿qué problemas generales pretenden resolver? Tratar de aprovechar y ampliar las áreas de inversión existentes.

Considere también qué ROI espera conseguir con la plataforma y averigüe qué ROI han conseguido otras empresas utilizándola. Las soluciones sólidas de automatización de las finanzas ofrecerán a menudo a los clientes potenciales la posibilidad de conectar con sus usuarios actuales para comentar sus experiencias antes de comprometerse.

¿Estoy intentando resolver un problema puntual o abordando una cuestión subyacente? Pregúntese a sí mismo:

  • ¿Ayudará esta solución a mejorar la calidad de los datos?
  • ¿Apoyará la eficacia del equipo?
  • ¿Fortalecerá mi perspicacia?

If the answer is yes to any of these, the solution is more likely to have a long-lasting impact on your organisation. As the need to report on both financial and non-financial data increases, finding a financial process automation solution that unites disparate functions by impacting two or more of the above areas is key.

In the current landscape, lengthy implementation processes simply aren’t feasible. Modern, cloud-based financial automation solutions offer the option of a much faster adoption process. Look for automated financial reporting solutions that are designed to work with your existing tools, rather than simply adding to them, and that have a familiar user interface that will be easy for your team to adopt.

Step 3: Plan your finance automation implementation

According to a survey conducted by Deloitte’s Center for Controllership and the Institute of Management Accountants,* the biggest barriers to a successful transition to finance process automation include a lack of time, financial resources, capacity, and expertise in implementation. Of course, even the perfect tool won’t go far if the adoption phase isn’t thought through. Here are our top suggestions for a seamless implementation process:

Nuestras recomendaciones

Aunque una solución sólida debería ser rápida de aplicar, una implementación satisfactoria sigue necesitando planificación y cuidado. Si se está implantando una nueva herramienta durante un ciclo de elaboración de informes, el funcionamiento en paralelo de los sistemas antiguo y nuevo antes de realizar el cambio completo puede ayudar a garantizar una transición fluida. Tenga en cuenta las necesidades de todas las partes interesadas y asegúrese de que todo el mundo dispone de tiempo suficiente para incorporarse.

Es importante incluir a todos los usuarios clave desde el principio en el proceso de toma de decisiones para comprender plenamente sus necesidades, obstáculos y reservas. Los miembros de su equipo pueden tener distintos niveles de experiencia, capacidad y confianza en lo que respecta a la tecnología. Las sesiones internas de incorporación pueden contribuir en gran medida a que todo el mundo se ponga en marcha más rápidamente.

From decision-making to implementation, adopting the right tools can be all-consuming. Make sure you speak to solution experts who can guide you through the entire financial automation process, help you make the right choices for your team, and provide support along the way. Involving partners and experts from the very beginning can help maximise your ROI and help you see results more quickly.

Dónde entra Workiva 

Datos fiables y accesibles

Aggregating data from both systems and people? Across multiple places? We’ve got you covered—automate the collection of financial data and connect directly to your source systems with comprehensive finance automation.

Productive, happy reporting teams

Reduzca la necesidad de introducir datos manualmente, lo que conlleva mucho tiempo y riesgos, gracias a la tecnología de automatización de las finanzas. Haga más cosas con mayor confianza mientras trabaja en tiempo real con varios equipos en nuestra plataforma en la nube.

Deeper, accurate financial insights

Workiva’s finance automation platform connects information across multiple reports and presentations, helping your story stay consistent and up-to-date while giving you full oversight across multiple teams. With less time spent updating and verifying data points, you can focus on going deeper in your insights and providing them with more certainty.

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